MCBVX
Price
$29.64
Change
+$0.17 (+0.58%)
Updated
Jul 25 closing price
Net Assets
17.3B
VMVIX
Price
$67.16
Change
+$0.44 (+0.66%)
Updated
Jul 25 closing price
Net Assets
30.57B
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MCBVX vs VMVIX

Header iconMCBVX vs VMVIX Comparison
Open Charts MCBVX vs VMVIXBanner chart's image
MFS Mid Cap Value B
Price$29.64
Change+$0.17 (+0.58%)
VolumeN/A
Net Assets17.3B
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets30.57B
MCBVX vs VMVIX Comparison Chart in %
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MCBVX vs. VMVIX commentary
Jul 27, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MCBVX is a Buy and VMVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. MCBVX (17.3B). VMVIX pays higher dividends than MCBVX: VMVIX (2.14) vs MCBVX (0.00). MCBVX was incepted earlier than VMVIX: MCBVX (24 years) vs VMVIX (19 years). MCBVX (1.75) is less costly to investors than VMVIX (0.19). MCBVX is a more actively managed with annual turnover of: 27.00 vs. VMVIX (19.00). MCBVX has a lower initial minimum investment than VMVIX: MCBVX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 9.75 vs. MCBVX (-3.01). VMVIX return over 5 years is better than : 71.74 vs. MCBVX (48.37).
MCBVXVMVIXMCBVX / VMVIX
Total Expense Ratio1.740.19916%
Annual Report Gross Expense Ratio1.750.19921%
Fund Existence24 years19 years-
Gain YTD3.3835.52261%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B30.6B57%
Annual Yield % from dividends0.002.14-
Returns for 1 year-3.019.75-31%
Returns for 3 years13.9028.1449%
Returns for 5 years48.3771.7467%
Returns for 10 years55.2193.0459%
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